Get Items By Column Value with monday API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API

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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API

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Get Items By Column Value with the monday API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and monday action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Knowledge Article Updated (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Optional- Select one or more Fields to Obtain
Configure the Get Items By Column Value action
1. Connect your monday account
2. Select a Board ID
3. Select a Column
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

Knowledge Article Updated (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.0.5

Key:salesforce_rest_api-knowledge-article-updated-instant

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Trigger Code#

import common from "../common/common-updated-record.mjs"; import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform"; export default { ...common, type: "source", name: "Knowledge Article Updated (Instant, of Selectable Type)", key: "salesforce_rest_api-knowledge-article-updated-instant", description: "Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)", version: "0.0.5", props: { salesforce: common.props.salesforce, db: "$.service.db", http: { type: "$.interface.http", customResponse: true, }, timer: { type: "$.interface.timer", description: "The timer is only used as a fallback if instant event delivery (webhook) is not available.", default: { intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL, }, }, fieldsToObtain: { propDefinition: [ common.props.salesforce, "fieldsToObtain", () => ({ objType: "KnowledgeArticle", }), ], optional: true, description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.", }, }, methods: { ...common.methods, getObjectType() { return "KnowledgeArticle"; }, }, };

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Fields to Obtain	`fieldsToObtain`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Get Items By Column Value on monday

Description:Searches a column for items matching a value. [See the documentation](https://developer.monday.com/api-reference/reference/items-page-by-column-values)

Version:0.1.3

Key:monday-get-items-by-column-value

View on GitHub

monday Overview#

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Action Code#

import { getColumnOptions } from "../../common/utils.mjs"; import common from "../common/column-values.mjs"; export default { ...common, key: "monday-get-items-by-column-value", name: "Get Items By Column Value", description: "Searches a column for items matching a value. [See the documentation](https://developer.monday.com/api-reference/reference/items-page-by-column-values)", version: "0.1.3", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: true, }, type: "action", props: { ...common.props, columnId: { propDefinition: [ common.props.monday, "column", (c) => ({ boardId: c.boardId, }), ], description: "The column to search", reloadProps: true, }, }, async additionalProps() { const columnData = await this.monday.listColumns({ boardId: +this.boardId, }); const options = getColumnOptions(columnData, this.columnId, true); return { value: { type: "string", label: "Value", description: `The value to search for.${options ? "" : " [See the documentation](https://developer.monday.com/api-reference/reference/items-page-by-column-values#supported-and-unsupported-columns) for additional information about column values"} `, options, }, }; }, async run({ $ }) { const response = await this.monday.getItemsByColumnValue({ boardId: +this.boardId, columnId: this.columnId, columnValue: this.value, }); if (response.errors) { throw new Error(response.errors[0].message); } const { data: { items_page_by_column_values: pageItems } } = response; const { items } = pageItems; let cursor = pageItems?.cursor; while (cursor) { const { data: { cursor: nextCursor, items_page_by_column_values: { items: nextItems }, }, } = await this.monday.getItemsByColumnValue({ cursor, }); items.push(...nextItems); cursor = nextCursor; } $.export("$summary", `Successfully retrieved ${items.length} item${items.length === 1 ? "" : "s"}.`); return this.formatColumnValues(items); }, };

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
monday	`monday`	`app`	This component uses the monday app.
Board ID	`boardId`	`string`	Select a value from the drop down menu.
Column	`columnId`	`string`	Select a value from the drop down menu.

Action Authentication#

monday uses API keys for authentication. When you connect your monday account, Pipedream securely stores the keys so you can easily authenticate to monday APIs in both code and no-code steps.

About monday#

monday.com is a powerful project management system — a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.

More Ways to Connect monday + Salesforce#

Other Popular Integrations#

Create Board with monday.com (API Key) API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

Salesforce + monday

Get Items By Column Value with monday API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for monday, Salesforce and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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